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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,036 | $183,516-53.1% | $155,534-44.7% | $145,884-41.0% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 15.03% | 61.43%-46.4pp | 64.92%-49.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,713 | $5,315-67.8% | $4,675-63.4% | $4,662-63.3% |
| Participant deferral / active EE | $3,653 | $6,467-43.5% | $5,630-35.1% | $6,690-45.4% |
| Admin fee / account holder | $680 | $19,293-96.5% | $15,900-95.7% | $13,392-94.9% |